Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-788
Closed -$30K 233
2023
Q1
$30K Sell
788
-5,360
-87% -$204K 0.02% 103
2022
Q4
$215K Buy
+6,148
New +$215K 0.12% 48
2020
Q3
$94K Sell
5,372
-32
-0.6% -$560 0.13% 142
2020
Q2
$126K Hold
5,404
0.14% 135
2020
Q1
$132K Sell
5,404
-328
-6% -$8.01K 0.2% 124
2019
Q4
$216K Buy
+5,732
New +$216K 0.2% 142